Understanding User Roles and Permissions

User Roles and Permission Key Hierarchy

Account Owner - Allows management of billing and subscriptions.
Administrator - Full access. Manages customers, inbound reports, times, suppliers.
- Admin Group - Can add or edit customers, items, or suppliers.
  - Admin Customer - Allows Admin access to customers and suppliers. Only required if clients are used and 3PL is enabled.
    - Customer - Grants visibility to customer information, including orders.
  - Item Admin - Can add or edit items in the item catalog.
    - Maintain Internal Details - Maintain/edit the internal details for an item.
      - Edit Items - Can create or edit items in the item catalog.
        
        Add Items - Allows the user to add items to the item catalog but can not edit existing.
    - Manage Sales Details - Maintain/edit sales information for an item.
    - Maintain KIT Items - Maintain/edit kit items.
    - Maintain Assembly Items - Can make items into Assemblies or create/edit Bills of Material for assembly items.
    - Maintain Item Images - Maintain/edit images related to items.
  - Vendor Manager - can add or edit suppliers and supplier catalogs
    - Vendor Catalog Manager - can maintain a vendor catalog
  - Administration Reports - View system logs and other Admin-only reports.
  - Change Warehouses - Gives a user the ability to change their assigned warehouse
  - Manage Integrations - allows for a client user to manage their own marketplace integrations. NOTE: Also requires the "Importer" permission.
- Operational Group - grants all permissions for inventory control, order fulfillment, and purchasing functions.
  - Buyer - Create purchase orders to order stock.
    - Edit PO Userfields- Grants access to view Purchase Orders and edit PO Userfields 1-3 along
  - Consignee Sales - can create or edit customer orders
    - Create Orders - can create customer orders
      - View Orders - can view existing customer orders, but can not create or edit orders.
  - Warehouse Manager - grants all permissions for inventory control & order fulfillment
    - View Inventory - User is restricted to viewing the inventory list.
    - Receiver - Receive in items from Purchase Orders and Transfers.
    - Put Away - Allows User to put items away.
    - Assembly - can build assemblies or complete assembly work orders
    - Issue Stock - Allowed to receive stock to the system using Quick Issue
    - Authorizes Adjustments - Responsible for creating and approving cycle counts and setting stock levels outside of normal process
      - Stock Taker - Responsible for performing cycle counts.
    - Allocator - User is able to allocate items for orders and view Inventory.
    - Picker - Pick items from stock to satisfy an order.
    - Packer - Can view Ready to Ship widget in order to dispatch orders.
    - Shipper - Can rate and ship items.
    - View Shipped Orders - can view all shipped orders and shipment information such as tracking numbers.
  - Transfer Items - User is authorized to transfer items from one warehouse to another.
  - Report Manager - grants access to all available reports
    - Inbound Reports - grants access to all reports related to receiving
      - Search - grants access to Search for purchase orders under the Receiving section
    - Purchasing Reports - grants access to all reports related to purchasing
    - Inventory Reports - grants access to all reports related to inventory
    - Order Fulfillment Reports - grants access to all reports related to order fulfillment, including the sales information dashboard widget.
    - Shipment Reports - grants access to all reports related to shipping
Daemon - a daemon user provides access to 3rd party integrations
- Exporter - can export data from Zenventory for use in a 3rd party system.
- Importer - can populate the Zenventory database with files generated from a 3rd party system.
Restrict Suppliers- Grants visibility for specific Suppliers items on the inventory > Supplier View tab